The KLM Group - Merrill Lynch Appointment Scheduler
Follow up planning meeting
This meeting is reserved for clients and prospective clients that have started the planning process and have follow up items to complete the process. These meetings will last for 1-2 hours and are held in our downtown Minneapolis office.
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Initial Planning Meeting
This meeting is reserved for clients and prospective clients that would like to initiate the KLM group planning process. These meetings will last for 2-3 hours and are held in our downtown Minneapolis office.
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Luncheon Workshop
Our luncheon workshops are open for clients and prospective clients to review current investment topics and themes as well as other topics that are of interest to our clients
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Prospective Client Initial Meeting
These meetings are reserved for propective clients that would like to meet the members of our team and learn more about Merrill Lynch and how we can work together. This is a 60 minute meeting held in our offices in downtown Minneapolis.
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Review Meeting
These meetings are reserved for clients of the KLM group for performance and planning reviews. This meetings will last for .5 to 1.5 hours. These meetings are either held by teleconference or in person in our downtown Minneapolis office.
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